Nvidia remains a strong buy, as it cements its role as the OS of agentic AI, expanding its moat through Vera CPU and advanced vertical integration. Vera CPU unlocks a $200B TAM by disrupting legacy x86 architectures, delivering 2x performance-per-watt and 4x density per rack versus competitors. The EXIM Bank-backed ExportAI initiative de-risks sovereign AI CapEx, creating a multi-billion-dollar floor for NVDA's international ACIE segment revenues.